Board of Directors



  • President

     

    Ryan Thomas, CPA, CFP®
    Column Capital
    (317) 663-6508

    Ryan will serve as President during 2019 and 2020.

     

  • President Elect

    Mychal Eagleson, CFP®, AIF®, ChSNC®
    An Exceptional Life Financial
    (317) 941-6492

    Mychal will serve as President Elect during 2019 and 2020.

  • Secretary

    Cassi Vanderpool

     

     

    Cassi Vanderpool
    Bedel Financial Consulting, Inc.
    (317) 843-1358 x 222

  • Chairman

    Doug Rotman, CFP®
    True Wealth Stewards
    (317) 567-9006

    Doug will serve as Chairman during 2019 and 2020.

  • Treasurer

    Elizabeth Braden

    Elizabeth M. Braden, CFP®
    (765) 631-2163

  • Membership Director

    Joe Gianoli, CFP®, APMA
    TIAA
    (317) 706-6229

  • Program Co-Director

     

    Mychal Eagleson, CFP®, AIF®, ChSNC®
    An Exceptional Life Financial
    (317) 941-6492

  • Program Co-Director

    Don Penn, CFP®, RFC, PPC
    Financial Planning Consultants
    (317) 843-8302

  • Pro Bono Co-Director

     

    Chad Reed, CPA, CFP®
    Valeo Financial Advisors, LLC
    (317) 218-6007

  • Pro Bono Co-Director

    Nathan Carmany, CFP®

    Watermark Wealth Management
    (317) 805-0840

  • Sponsorships & Meeting Greeters

    Benjamen Banks, CFP®

    Forum Private Client Group
    (317) 218-3156

  • NexGen Director

    Kate Arndt, CFP®
    Bedel Financial Consulting, Inc.
    (317) 843.1358 ext. 247

     

     

     

  • Public Relations and Social Media Director

    Interested?

    Email our Chapter Executive, Roxanne McGettigan @ [email protected]

     

     

     

  • At Large Director

     

    David Lumley, CFA, CFP®

    Raymond James Financial Services
    (317) 218-3156

  • At Large Director

    Adam Cmejla, CFP®

    Integrated Planning & Wealth Management
    317.706.4748

  • At Large Director

    David Ritchey
    ALPS
    (614) 397-8008

     

  • At Large Director

    Vincent Viveros, CFP®

    Charles Schwab
    (310) 941-6805

  • Chapter Executive

    Roxanne McGettigan
    FPA of Greater Indiana
    (317) 373-1355